MSP AI Setup
Configure AI context for your organization
Setup Progress 60%
Tools (8) Industries (3) SRM RACI Prompts
Client AI Setup
Configure AI for selected client
Client Setup Progress 25%
Industry Tools Contacts SRM
My Tasks
3 Overdue 5 Due Today
Task Client Project Priority Due Date Status
Complete SOC 2 Evidence Review
Review and approve 12 pending evidence items 		TechCorp SOC 2 Type II Annual Highest Jan 28 Overdue
Update Risk Register
Add 3 new risks identified in vulnerability scan 		FinServ Q1 Risk Assessment Highest Jan 30 Overdue
Schedule Client Security Review Meeting
Quarterly review with Healthcare Partners leadership 		Healthcare Partners HIPAA Compliance High Today Due Today
Deploy Updated Security Policies
Push new password policy to 5 clients 		Multiple Policy Deployment Medium Feb 5 In Progress
Complete AI Setup Configuration
Configure RACI matrix and SRM settings 		MSP AI Setup Project Medium Feb 10 In Progress
Review Monthly Compliance Report
January 2025 portfolio summary 		MSP Monthly Reporting Low Jan 31 Completed
Total Clients
147
+12 this month
Avg Compliance Score
87.2%
+2.1% this month
Active Assessments
89
34 in progress
High Risk Items
23
Requires attention
Portfolio Compliance Trends
Client Status Distribution
Portfolio Risk Matrix (5x5)
Very Low
Low
Medium
High
Very High
Very High
2
4
6
3
1
High
3
8
12
9
4
Medium
5
11
15
7
3
Low
12
18
9
4
2
Very Low
24
16
8
3
1
Click cells to drill down into specific risk items
Assessment Progress Overview
Policy Adoption Status
SOC 2 Policies
138/147 clients adopted
94%
HIPAA Policies
32/44 healthcare clients
73%
PCI DSS Policies
26/30 finance clients
87%
CMMC Policies
9/20 defense clients
45%
Integration Health Status
Microsoft 365
89 clients connected
Online
CyberCNS
67 clients connected
Online
ConnectWise
124 clients connected
Sync Issues
Ninja RMM
43 clients connected
Online
Client Portfolio Performance
Client Compliance Score Service Tier Risk Level Active Assessments Policy Adoption Status Actions
TC
TechCorp Industries
147 employees • Technology
94% Premium Low 2 active, 1 completed 98% Active
HP
Healthcare Partners
89 employees • Healthcare
87% Standard Medium 3 active, 0 completed 76% Active
FS
FinServ Solutions
203 employees • Financial
71% Enterprise High 1 active, 2 overdue 45% At Risk
RS
RetailSoft Inc
76 employees • Retail
82% Basic Low 1 active, 1 completed 84% Active
MP
Manufacturing Plus
312 employees • Manufacturing
58% Standard Critical 0 active, 3 overdue 23% Critical